Summary
Overview
Work History
Education
Skills
Timeline
Generic

Brandon Dair

Philadelphia,PA

Summary

Committed global treasury specialist with proficiency in relationship cultivation, employee leadership, and strategic metric development.

Overview

2026
2026
years of professional experience

Work History

Global Treasury & Merchant Operations Assistant TL

Bank of America
2024 - Current

Directed management of 17 associates to elevate team performance and productivity.

Cultivated relationships with large corporations to ensure ongoing collaboration.

Collaborated with sales teams to secure contract with Mayo Clinic, enhancing overall metrics.

Regulatory Planner Apprentice & Project Manager

Merck
01.2021 - 05.2021
  • Assessed project risks and devised mitigation actions encompassing close attention to contracts and service level agreements by subcontractors and vendors, external dependencies and potential roadblocks.
  • Defined project plans and timelines, managed workflow and personnel and achieved completion deadlines on or before schedule.
  • Forecasted, scheduled and monitored project timelines, personnel performance and cost efficiency.
  • Brought projects in on-time and in accordance with budget and quality standards.
  • Handled continuous project monitoring and management, including developing forecasts, tracking expenses and approving payments.

Enabling Solutions Specialists

Prudential Financial
07.2019 - 2020
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Informed customers about billing procedures, processed payments and provided payment option setup assistance.
  • Evaluated customer account information to assess current issues and determine potential solutions.
  • Answered 200+ inbound calls per day and directed to designated individuals or departments.
  • Answered customer questions and addressed concerns, resulting in 34% reduction in complaint calls.
  • Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
  • Recognized by management for providing exceptional customer service.

Customer Service Associate

Peco energy
06.2018 - 01.2019
  • Processed customer account changes.
  • Worked with managers to develop service improvement initiatives.
  • Maintained calm, friendly demeanor with upset customers to de-escalate stressful situations.
  • Asked probing questions to determine service needs and accurately input information into electronic systems.

Credit Assistance Team Leader

Bank of America
2023 - 2024
  • Led cross-functional teams to enhance project delivery efficiency.
  • Developed and implemented strategic plans to improve team performance.
  • Mentored junior staff, fostering professional growth and skill development.
  • Streamlined processes, reducing operational bottlenecks and improving workflow.
  • Analyzed team metrics to identify areas for improvement and drive results.

Education

Some College (No Degree) - undefined

Year Up
Philadelphia, PA

Bachelor - Financial Services Marketing Operations

Peirce College
Philadelphia, PA
03.2024

Skills

  • Providing solutions
  • Technical solutions development
  • Avaya
  • Soft skills
  • Excellent Verbal Communication
  • Excel Expert
  • Microsoft Teams
  • Outlook
  • Microsoft Word
  • Omni Views
  • Debt resolutions
  • Billing specialist
  • Customer follow-up
  • Lead development
  • Customer service
  • Communications
  • Credit card payment processing
  • Fraud Detection
  • Customer relations
  • Conflict mediation
  • Product organization
  • Data evaluation
  • Active listening
  • Problem-solving abilities
  • Sales expertise
  • Quality control
  • Call center experience
  • Fraud prevention
  • Pricing strategy
  • Negotiation expertise
  • Brand awareness
  • Marketing techniques
  • Customer relationship
  • Contract management
  • Relationship building

Timeline

Regulatory Planner Apprentice & Project Manager

Merck
01.2021 - 05.2021

Enabling Solutions Specialists

Prudential Financial
07.2019 - 2020

Customer Service Associate

Peco energy
06.2018 - 01.2019

Some College (No Degree) - undefined

Year Up

Global Treasury & Merchant Operations Assistant TL

Bank of America
2024 - Current

Credit Assistance Team Leader

Bank of America
2023 - 2024

Bachelor - Financial Services Marketing Operations

Peirce College
Brandon Dair